Bearish on Google Search's AI monetization potential

Bearish-0.24%

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Author is highly bullish on Anthropic as the dominant force in AI-native applications while remaining deeply bearish on legacy tech giants Microsoft and Google, citing their inability to adapt to the AI software shift.

Claude Whiteboards, Claude Sheets and Claude Data Anthropic looks set to dominate the landscape; MSFT is done for. Reiterating my view: Office is a product for old-timers, and MSFT is an old-tech stock. Google Search cannot monetize in the AI era, and Google seems unable to solve this problem. Microsoft Office will also be quickly crushed by native AI applications. What era is this? Who the hell still likes using Word, Excel, and PowerPoint?? Just seeing these software titles gives me a headache. ANT's $1.4T market cap is justified; I'd go all-in at a $1T market cap https://x.com/claudeai/status/2120206365759094857/video/1

Bearish on Google Search's AI monetization potential

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